|
⚲
|
| Taylor Advisors Inc
✚
|
|
|---|---|
| CRD # | 119300 |
| SEC # | 801-60952 |
| CIK # | |
| AUM | $14.5 BB (2023-03-23) |
| Employees | 14 (36% Investors, 0% Brokers) |
| Phone | 502-412-2524 |
| Address | 700 North Hurstbourne Pkwy Louisville, KY 40222 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 138 | 14.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 140 | 14.5 |
| By Discretionary | ||
| Discretionary | 4 | 1.0 |
| Non-Discretionary | 136 | 13.5 |
| Total | 140 | 14.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.5 | |
| Total | 140 | 14.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Davis Selected Advisers - NY Inc
✚
|
NY | 14.9 |
|
Franklin Templeton Investments Corp
✚
|
14.7 | |
|
FMR Investment Management UK Limited
✚
|
14.7 | |
|
Nationwide Asset Management LLC
✚
|
OH | 14.7 |
|
Schroder Investment Management Japan Limited
✚
|
14.6 | |
|
Independent Franchise Partners LLP
✚
|
14.5 | |
|
Principal Asset Management Company Asia Limited
✚
|
14.2 | |
|
Setanta Asset Management Ltd
✚
|
14.1 | |
|
Ellington Financial Management LLC
✚
|
CT | 14.1 |
|
Brevan Howard US Investment Management LP
✚
|
NY | 14.1 |